LSInsights Company History

Vision

To create the premier distribution system in the world for financial products in the secondary market for life insurance by operating through financial service agencies and brokerages (“Master Settlement Brokers”) to help advisors match client needs with institutional capital market solutions.

As indicated by the events in the following timeline, Life Settlement Insights has committed the human resources, technology, and capital necessary to lead the development of an efficient and sustainable market.

2003
• Developed the concept for a highly professional life settlement firm
• Raised start-up capital to develop the business

2004
• Established Life Settlement Insights as a Delaware LLC
• Established a nationally licensed, highly automated processing platform
• Created the Master Settlement Broker Program to offer a turn-key solution to brokers

2005
• Established the Insurance Valuation Service as the industry’s first client-ready,
  hypothetical illustration software for life settlements
• Launched Life-X.com in April and conducted the world’s first life settlement
  auction online
• Unbundled the Master Settlement Broker Program to provide customized solutions
  for large firms
• Built a Consulting Services division to provide program design and portfolio
  liquidation solutions
• Raised growth capital to rapidly expand the business

2006
•Hired key new executives to lead National Sales and Institutional Investor Relations
• Won four awards for 2005 marketing campaigns and materials
• Signed agreement with BISYS to be exclusive Settlement Broker